# Rosen Publishing Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/rosen-publishing-group-inc-401k-plan

> Rosen Publishing Group INC.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosen Publishing Group INC.

- **Sponsor EIN:** 133129750

- **Sponsor Address:** 29 EAST 21ST STREET, NEW YORK, NY, 10010

- **Plan Type:** 401(k)

- **Total Participants:** 62

- **Total Assets:** $10.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|62|$10.0M|$75,232|$254,851|

| 2023|78|$9.5M|$73,623|$293,357|

| 2022|71|$9.1M|$75,973|$287,301|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WEALTHPLAN PARTNERS LLC|INVESTMENT ADVISOR|$29,926|—|$29,926|

| KELLY PARTNERS (FRS) ATTEST SERVICE|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,926

- **Estimated Expense Ratio:** 0.298% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$63,085|$29,926|$3,408|—|—|

| 2023|$56,642|$26,889|$3,450|—|—|

| 2022|$59,518|$28,067|$27,835|—|$3,616|

## Similar Plans

- [Adweek LLC](https://planprovider.pro/companies/adweek-llc-401k-plan) — 88 participants

- [W.W. Norton And Company, INC.](https://planprovider.pro/companies/w-w-norton-and-company-inc-plan-002) — 90 participants

- [Springer Science + Business Media,LLC](https://planprovider.pro/companies/springer-science-business-media-llc-plan-004) — 31 participants

- [Infopro Digital, INC.](https://planprovider.pro/companies/infopro-digital-inc-401k-plan) — 104 participants

- [Swaps Monitor Publications, INC.](https://planprovider.pro/companies/swaps-monitor-publications-inc-401k-plan) — 16 participants

- [Brandlogic Corporation](https://planprovider.pro/companies/brandlogic-corporation-plan) — 14 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rosen-publishing-group-inc-401k-plan)

© 2026 PlanProvider.Pro